See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,658 | $93,571+42.8% | $135,903-1.7% | $75,163+77.8% |
| Participation rate | 96.9% | 75.2%+21.7pp | 81.9%+15.0pp | 67.2%+29.7pp |
| Annual return | 18.34% | 30.90%-12.6pp | 68.23%-49.9pp | 160.62%-142.3pp |
| Employer contribution / active EE | $2,777 | $3,537-21.5% | $4,856-42.8% | $2,670+4.0% |
| Participant deferral / active EE | $7,003 | $6,404+9.3% | $7,758-9.7% | $4,125+69.8% |
| Admin fee / account holder | $5,368 | $6,975-23.0% | $10,762-50.1% | $5,651-5.0% |